Carillon Eagle Growth & Income I
HIGJX
NASDAQ- -
USD
- -
- -
- -
- -
(- -)
Recent
price
- -
P/E
ratio
- -
div
yld
- -
ROIC.AI
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Similar Companies
- Business
- Carillon Eagle Growth & Income Fund Class I (HIGJX) is an open-end mutual fund that seeks long-term capital appreciation and, secondarily, current income by investing primarily in domestic equity securities, including high-quality, financially strong common stocks of large-cap value companies; convertible bonds; convertible preferred stocks; and real estate investment trusts (REITs). The fund employs a disciplined investment approach focused on income generation, growth potential, financial stability, and a rigorous sell discipline, with a portfolio diversified across sectors such as technology, healthcare, financial services, consumer cyclical, and consumer defensive, and concentrated predominantly in U.S. stocks. It is part of the Carillon Family of Funds, with Carillon Tower Advisers, Inc. serving as the investment adviser and Eagle Asset Management, Inc., an affiliate, acting as subadviser; the fund is available to U.S. investors through various share classes, including institutional Class I shares with a minimum initial investment of $10,000 and a net expense ratio of 0.71%. Launched on March 18, 2009, and domiciled in the United States, the fund is headquartered at 880 Carillon Parkway, St. Petersburg, Florida, where Carillon Fund Distributors, Inc., a subsidiary of Eagle Asset Management, operates as the principal underwriter. Portfolio management is led by co-managers Brad Erwin (since July 2019), Jeffrey Bilsky (since August 2023), and Michael Rich (since May 2025), supported by a team of experienced research analysts. Recent developments include the addition of Michael Rich as co-portfolio manager in May 2025 and the release of the fund's Q3 2025 commentary highlighting positive portfolio company announcements, such as a large new customer win expected to impact results in late 2026; additionally, Eagle Asset Management launched the Raymond James Funds Eagle US Small Cap Strategy, expanding its affiliate-managed offerings.